Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47504.63 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46106.64 Kr¶
PnL: ---------------------------------------> -781.93 Kr¶
DD now: ---------------------------------> -2.314 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 16:27:20.274046'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.320000 | 3120.000000 | 193.000000 | 6.590000 | 2927.000000 |
| HEBA B | 70 | 1.010000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| HMS Networks | 2 | 0.350000 | 793.600000 | 120.600000 | 17.920000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.920000 | 3515.380000 | 61.380000 | 1.780000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.100000 | 405.800000 | 50.800000 | 14.310000 | 355.000000 |
| MedCap | 2 | 0.860000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | -0.810000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| Resurs Holding | 22 | 2.930000 | 611.160000 | 37.160000 | 6.470000 | 573.999998 |
| Corem Property Group B | 59 | 1.770000 | 609.470000 | 32.470000 | 5.630000 | 576.999999 |
| Swedbank A | 3 | 2.270000 | 588.900000 | 24.900000 | 4.410000 | 564.000000 |
| AcadeMedia | 12 | 0.290000 | 580.320000 | 23.320000 | 4.190000 | 557.000004 |
| Securitas B | 6 | 2.190000 | 588.720000 | 18.720000 | 3.280000 | 570.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Boozt | 12 | -0.070000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Intrum | 4 | -0.260000 | 543.400000 | 16.400000 | 3.110000 | 527.000000 |
| Eastnine | 4 | 0.160000 | 504.800000 | 13.800000 | 2.810000 | 491.000000 |
| Norva24 Group | 16 | -0.170000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.600000 | 255.600000 | 9.600000 | 3.900000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.730000 | 571.200000 | 9.200000 | 1.640000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.600000 | 538.800000 | 6.800000 | 1.280000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.320000 | 541.750000 | -4.250000 | -0.780000 | 546.000000 |
| Midsona B | 63 | -0.440000 | 565.740000 | -17.260000 | -2.960000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.350000 | 576.000000 | -18.570000 | -3.120000 | 594.565215 |
| CTEK | 13 | -3.970000 | 509.600000 | -24.400000 | -4.570000 | 533.999999 |
| Essity B | 2 | -2.370000 | 536.200000 | -37.800000 | -6.590000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Essity A | 4 | -1.820000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Sampo Oyj SDB | 7 | 0.190000 | 3766.000000 | -84.000000 | -2.180000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.330000 | 3696.000000 | -115.000000 | -3.020000 | 3810.999990 |
| Beijer Electronics Group | 26 | -0.930000 | 2776.800000 | -194.200000 | -6.540000 | 2971.000006 |
| OX2 | 18 | 1.780000 | 1443.600000 | -220.400000 | -13.250000 | 1663.999992 |
| Axfood | 13 | 0.260000 | 3477.500000 | -278.500000 | -7.410000 | 3756.000001 |
| Ovzon | 52 | 0.190000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46106.640000 | -781.930000 | -2.31393% | 46888.564618 |
Updated:¶
'2023-01-27 16:27:33.389544'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
